TimeScale Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

TimeScale Financial’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$120K	Buy	2,964 +173	+6%	+$6.91K	0.03%	140
2023 Q1	$111K	Sell	2,791 -1,280	-31%	-$50.3K	0.03%	141
2022 Q4	$149K	Hold	4,071	–	–	0.04%	85
2022 Q3	$149K	Sell	4,071 -262	-6%	-$10.3K	0.04%	84
2022 Q2	$169K	Buy	4,333 +585	+16%	+$23.6K	0.05%	81
2022 Q1	$161K	Buy	3,748 +291	+8%	+$12.7K	0.04%	93
2021 Q4	$157K	Sell	3,457 -28	-0.8%	-$1.27K	0.04%	99
2021 Q3	$156K	Buy	3,485 +775	+29%	+$35.1K	0.04%	89
2021 Q2	$122K	Buy	2,710 +1,420	+110%	+$63.3K	0.03%	109
2021 Q1	$56K	Sell	1,290 -842	-39%	-$36.6K	0.01%	168
2020 Q4	$92K	Buy	2,132 +855	+67%	+$36K	0.03%	118
2020 Q3	$53K	Sell	1,277 -408	-24%	-$16.7K	0.02%	149
2020 Q2	$67K	Buy	1,685 +926	+122%	+$35.7K	0.02%	118
2020 Q1	$27K	Hold	759	–	–	0.01%	179
2019 Q4	$30K	Hold	759	–	–	0.01%	224
2019 Q3	$30K	Hold	759	–	–	0.01%	229
2019 Q2	$30K	Buy	+759	New	+$29K	0.01%	231

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TimeScale Financial's AOM Position: Q2 2023 in Review

TimeScale Financial increased its iShares Core Moderate Allocation ETF (AOM) stake by 6.2% in Q2 2023, buying an estimated $6.91K and bringing the position to 2,964 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #140.

TimeScale Financial first reported a position in AOM in Q2 2019 and has held it in 17 quarters since. The position peaked at $169K in Q2 2022. 217 funds tracked by Wall St. Rank hold AOM as of Q2 2023.

TimeScale Financial held 2,964 shares of iShares Core Moderate Allocation ETF worth $120K as of Q2 2023.
TimeScale Financial bought 173 iShares Core Moderate Allocation ETF shares in Q2 2023, an estimated $6.91K.
iShares Core Moderate Allocation ETF made up 0.03% of TimeScale Financial's portfolio in Q2 2023, its #140 holding.
TimeScale Financial first reported a position in iShares Core Moderate Allocation ETF in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's iShares Core Moderate Allocation ETF position peaked at $169K in Q2 2022.
217 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.